HCM

Howard Capital Management Portfolio holdings

AUM $7.57B
1-Year Est. Return 30.72%
This Quarter Est. Return
1 Year Est. Return
+30.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$355M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$87M
2
+$38.1M
3
+$19.1M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$6.55M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.71M

Top Sells

1
+$75.8M
2
+$6.48M
3
+$1.4M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$577K
5
KLAC icon
KLA
KLAC
+$252K

Sector Composition

1 Technology 1.19%
2 Healthcare 0.81%
3 Communication Services 0.68%
4 Consumer Staples 0.37%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$768K 0.22%
+2,620
27
$731K 0.21%
3,478
+2,113
28
$680K 0.19%
+1,505
29
$614K 0.17%
2,554
+1,395
30
$596K 0.17%
+7,584
31
$593K 0.17%
+6,005
32
$589K 0.17%
+5,526
33
$548K 0.15%
+1,618
34
$522K 0.15%
+8,671
35
$522K 0.15%
10,236
+1,810
36
$515K 0.15%
28,804
+4,885
37
$510K 0.14%
+8,610
38
$492K 0.14%
+2,839
39
$476K 0.13%
+2,454
40
$447K 0.13%
5,672
+741
41
$446K 0.13%
+6,544
42
$440K 0.12%
+3,301
43
$356K 0.1%
+8,294
44
$342K 0.1%
+5,607
45
$314K 0.09%
+31,920
46
$245K 0.07%
+1,544
47
$224K 0.06%
+4,483
48
$219K 0.06%
+2,940
49
$214K 0.06%
+339
50
$183K 0.05%
+14,542
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